How we work with FreeAgent
Find out more about how we’ll help you get the best out of using FreeAgent
We are FreeAgent Friendly
FreeAgent makes it easy to stay on top of your business admin with friendly interfaces and time-saving automation features.
We’ve been supporting clients who use FreeAgent for a long time, and in recent years became a FreeAgent partner.
Most clients who use FreeAgent have already made the decision to use it before they approach us, either as a result of recommendations or because they bank with NatWest, Royal Bank of Scotland or a Mettle account as they can use FreeAgent for free.
As a FreeAgent Partner, we can help from the outset by setting up your new subscription and providing ongoing practical support with your accounting needs going forwards.
How we work with FreeAgent
30 days free trial
If you’d like to try out FreeAgent, you can sign up for a 30-day trial direct or through us so you can compare and try out the features FreeAgent offers. If you like what you see, you can just decide how to subscribe and continue with a paid for subscription.
Conversion plan
We can talk through what functionality you need from your online accounting solution and create a plan to best manage the migration from your existing system to FreeAgent, whether it’s from paper, spreadsheets or another accounting system.
Getting Started
Once we’ve set up the basics we recommend you book onto one of FreeAgent’s Getting Started Webinars. These free 30-minute webinars run every week and they’ll take you though key features including invoicing, bills, expenses, banking, reporting and VAT.
Tailored Packages
Once we know which package is best for you and your business, we’ll build a tailored package of services and monthly payment plan to support you going forward. You can choose to subscribe to FreeAgent directly or via us, either way, we can still access your accounting records.